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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,813 | $136,860+95.7% | $120,344+122.5% | $154,746+73.1% |
| Participation rate | 41.7% | 79.9%-38.2pp | 76.7%-35.0pp | 80.7%-39.0pp |
| Annual return | 13.48% | 21.38%-7.9pp | 20.30%-6.8pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,258 | $5,793-61.0% | $5,135-56.0% | $6,730-66.5% |
| Admin fee / account holder | $7,689 | $15,393-50.0% | $12,742-39.7% | $14,365-46.5% |